July 15, 2023
This week on “Money Talks,” Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Senior Associate Michael Griffin, CFP®, and Associate Josh Weidie, CFP®, CWS®, to cover the June employment report and the Consumer Price and Producer Price indices. Michael and Josh help a couple of investors consider the most tax-advantageous way to withdraw their retirement funds. The experts round out the show by answering listeners’ questions on what to do with a 401(k) when you leave a job and if it is possible to dabble in crypto.
Timestamps and Chapters
- 00:00 Market Roundup: Covering July 10 – July 14, 2023
- 22:09 Case Study: Withdrawal Strategies for Retirement Funds
- 33:46 Q&A Time: 401(k) Plans and Crypto